Invesco Quality Municipal Securities
IQI
104 hedge funds and large institutions have $161M invested in Invesco Quality Municipal Securities in 2023 Q4 according to their latest regulatory filings, with 25 funds opening new positions, 29 increasing their positions, 26 reducing their positions, and 9 closing their positions.
178% more first-time investments, than exits
New positions opened: 25 | Existing positions closed: 9
22% more capital invested
Capital invested by funds: $132M → $161M (+$28.9M)
16% more funds holding
Funds holding: 90 → 104 (+14)
12% more repeat investments, than reductions
Existing positions increased: 29 | Existing positions reduced: 26
2.23% more ownership
Funds ownership: 29.72% → 31.96% (+2.2%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Allspring Global Investments
Charlotte,
North Carolina
|
+$6.76M |
| 2 |
LSC
Logan Stone Capital
Chicago,
Illinois
|
+$3.96M |
| 3 |
Lido Advisors
Los Angeles,
California
|
+$2.16M |
| 4 |
RCM
Robinson Capital Management
Grosse Pointe Farms,
Michigan
|
+$1.58M |
| 5 |
RIL
Rothschild Investment LLC
Chicago,
Illinois
|
+$1.56M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$6.03M |
| 2 |
KIM
Karpus Investment Management
Pittsford,
New York
|
-$3.21M |
| 3 |
VCM
Vivaldi Capital Management
Chicago,
Illinois
|
-$2.32M |
| 4 |
JWA
JFS Wealth Advisors
Hermitage,
Pennsylvania
|
-$2.15M |
| 5 |
Wells Fargo
San Francisco,
California
|
-$1.33M |
IQI Hedge Fund Activity: Q4 2023 in Review
104 of the 6,869 institutional investors tracked by Wall St. Rank reported a position in Invesco Quality Municipal Securities (IQI) for Q4 2023, worth a combined $161M — up 22% from $132M a quarter earlier.
Buyers outnumbered sellers: 25 funds opened new IQI positions and 9 closed out — a net gain of 16 holders — while 29 added to existing stakes and 26 trimmed.
The largest buyer was Allspring Global Investments, adding an estimated $6.76M. The largest seller was Morgan Stanley, cutting an estimated $6.03M.
- 104 institutional investors held Invesco Quality Municipal Securities (IQI) as of Q4 2023, up from 90 in Q3 2023.
- Funds reported $161M of Invesco Quality Municipal Securities stock for Q4 2023, up 22% quarter-over-quarter.
- 25 funds opened new Invesco Quality Municipal Securities positions in Q4 2023 and 9 closed out, a net change of +16 holders.
- The largest Invesco Quality Municipal Securities buyer in Q4 2023 was Allspring Global Investments, an estimated $6.76M added.
- The largest Invesco Quality Municipal Securities seller in Q4 2023 was Morgan Stanley, an estimated $6.03M sold.
Based on aggregated 13F filings for Q4 2023.